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3 Reasons To Buy Procter & Gamble (PG) Ahead Of Earnings

Published 07/26/2017, 06:31 AM
Updated 07/09/2023, 06:31 AM
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The Procter & Gamble Company (NYSE:PG) is engaged in the manufacture and sale of a range of branded consumer packaged goods within five different operational segments including: Beauty, Grooming, Health care, Fabric care and Home care, and Baby Care and Family Care. More importantly, the company will be releasing its quarterly earnings report before the market opens on July 27.

Procter & Gamble currently sports a Zacks Rank #3 (Hold) and has beaten its earnings estimates in a whopping nineteen of its past twenty operational quarters dating back to 2012, including a modest beat last quarter of 2.13%. Furthermore, Procter & Gamble operates in the Soap and Cleaning Materials industry, which currently ranks in the top 4% on the Zacks Industry Rank.

Procter & Gamble features a stable Zacks Rank, an impressive earnings performance history, and an Earnings ESP of 1.28%. All of these factors should allow investors to possess optimism as we approach its quarterly earnings release.

If not that is not enough to convince you of Procter & Gamble’s positive outlook, here are three additional reasons to remain optimistic about the company ahead of earnings:

1. Strong Market share in Key Positions

Procter & Gamble’s products possess strong brand recognition and are sold in more than 180 countries. The company enjoys leading positions in over 75% of the categories in which it competes. Procter & Gamble’s 20 Billion Dollar Brands are some of the world’s most common household names. These products have reached the Billion Dollar Brand status through sustained product innovation and geographic expansion.

Procter & Gamble now holds a portfolio of about 65 consumer and shopper-preferred brands, focusing on 10 categories organized under four industry-based sectors, which have historically grown faster and have been more profitable than others. The company’s long-term goals include growing organic sales modestly above market growth, achieving core earnings growth in mid-to-high single digits, and generating free cash flow productivity of over 90%.

2. Commitment to Saving Costs and Improving Products

Through March 2017, the company reduced non-manufacturing enrollment by 26% and expects to reduce non-manufacturing or overhead roles by about 30% by the end of fiscal 2017. Now, the company expects to generate up to an additional $10 billion of cost savings over the next five years in areas including supply chain and COGS, marketing and digitization, and promotional spending effectiveness.

Procter & Gamble is attempting to reorganize its supply chain to lower costs, reduce inventory, and improve customer service level by setting up new multi-category facilities and localizing manufacturing. Management also highlighted initiatives to drive e-commerce, a $3 billion business for Procter & Gamble, making the company’s aggregate (online) market share commensurate with its offline share.

3. Earnings Growth in Key Divisions

Procter & Gamble is projected to announce increases in net earnings throughout multiple areas of the company. For example, according to our consensus estimates, net earnings for its Health Care division are expected to increase by 4.6% to about $272 million for the quarter. Also, Procter & Gamble’s Fabric and Home Care division is projected to post a net earnings increase of 6.4%, lifting the segment to a quarterly total of around $644.5 million.

These consensus estimates are from our exclusive non-financial metrics estimate file. These estimates are updated daily and are based on the independent research of expert stock analysts. Learn more here>>>

Overall, our Zacks Consensus Estimates are calling for Procter & Gamble to report revenues of $16 billion and earnings of $0.78 per share on the morning of July 27.

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